TOP 20 Best Financial advice for companies in North East, Pennsylvania

At Merrill Lynch, Financial Advisor Andrew "Drew" Morrison and the Kish Morrison Group are dedicated to providing comprehensive wealth management services tailored to meet the unique needs of each client. Located in the heart of Pittsburgh, PA, our team offers insights on market trends and strategies to navigate potential opportunities and risks, all within a quick 15-minute consultation.Our Philosophy:We believe true wealth management extends beyond mere investment. Our holistic approach focuses on designing financial strategies that align with your most important goals, not just for your lifetime, but for generations to come. Whether you are accumulating wealth or looking to preserve it, we provide personalized attention and high-touch service to both high-net-worth clients and the emerging affluent. Core Principles:- Investment Manager Selection: We choose managers with consistent, favorable risk-adjusted returns and a tenure of five to ten years or more. - Asset Allocation: We believe asset allocation is the most crucial determinant of long-term investment returns. - Market Timing: We do not attempt to time the markets.

Rocco Stigliano: Primerica - Financial Services is a reputable finance and insurance agency located at 112 North Courtland Street in East Stroudsburg, Pennsylvania, United States. With a strong focus on providing quality financial services to individuals and families, Rocco Stigliano and his team offer a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, Rocco Stigliano: Primerica - Financial Services is dedicated to providing personalized and professional assistance to meet your needs. Contact them today to learn more about how they can help you secure your financial future.

Thrivent Financial-Lutherans is a Fortune 500 financial services institution located at 11131 East Law Road, North East, Pennsylvania, United States. They believe in providing everyone with a financial plan they can be confident about, starting with the right financial advisor. Their services include matching clients with resources based on their financial concerns, creating personalized strategies to help achieve goals, and offering a free virtual coaching service called Money Canvas™ to build healthier money habits. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to help you navigate life's challenges and opportunities. They offer charitable planning options and generosity programs to help clients give back to their communities. With $162 billion in assets under management/advisement, Thrivent is rated by AM Best, Moody’s Investors Service, and S&P Global Ratings.

Derek Marinaro: Primerica - Financial Services is a reputable finance and insurance agency located at 112 North Courtland Street in East Stroudsburg, Pennsylvania, United States. With a focus on providing quality financial services to individuals and families, Derek Marinaro and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance solutions, Primerica offers a range of services to meet your needs. Contact Derek Marinaro today to schedule a consultation and take the first step towards financial security.

Tressie Woods: Primerica - Financial Services is a reputable finance and insurance agency located at 112 North Courtland Street in East Stroudsburg, Pennsylvania, United States. With a focus on providing top-notch financial services to individuals and families, Tressie Woods: Primerica offers a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, their team of experienced professionals is dedicated to helping you secure your financial future. Visit Tressie Woods: Primerica - Financial Services today to learn more about how they can assist you in reaching your financial objectives.

At Merrill Lynch Financial Advisor Michelle Kish, we pride ourselves on providing expert financial advice and comprehensive wealth management services to individuals and families in all stages of their financial journey. Located in the heart of Pittsburgh, PA, our team at the Kish Morrison Group believes that true wealth management extends beyond mere investment strategies. We adopt a holistic approach to help you design financial plans that are aligned with your most significant life goals, not just for your lifetime but for generations to come.Our Philosophy: Our investment philosophy is grounded in core principles that prioritize risk-adjusted returns, long-term asset allocation, and tax efficiency. We carefully select investment managers with consistent performance records and emphasize a total return approach that includes both price appreciation and income generation. We avoid market timing and focus on creating strategies that are resilient and adaptable.Services Offered:

Welcome to the David Giarratano State Farm Agency located at 529 Seven Bridge Road in East Stroudsburg, Pennsylvania. Our agency is conveniently situated in the DLP North building, just one mile north of Dairy Queen on Route 209. As a licensed insurance agency, we are proud to serve customers in both Pennsylvania and New Jersey. At our agency, we prioritize building trust-based relationships with all of our customers by providing personalized service tailored to each individual's needs. Our licensed team is dedicated to assisting with all of your insurance and banking needs.

Neal R. Devlin, Esq. - Knox McLaughlin Gornall & Sennett, P.C. Located at 120 W 10th St, Erie, PA 16501, Neal R. Devlin, Esq. is a dedicated lawyer serving the Erie community as part of the esteemed law firm, Knox McLaughlin Gornall & Sennett, P.C. With a rich history spanning over 65 years, this full-service law firm has a strong reputation for delivering practical and effective legal solutions to a diverse clientele, including businesses, families, public entities, and nonprofit organizations.

The M K Bemiss Agency is a reputable insurance agency located at 7 West Main Street in North East, Pennsylvania, United States. With a strong commitment to providing personalized service and comprehensive insurance solutions, they have been serving the community for many years. Whether you are in need of auto, home, life, or business insurance, the knowledgeable agents at M K Bemiss Agency are dedicated to helping you find the right coverage to meet your specific needs. Visit their office today to discuss your insurance options and receive top-notch customer service.

Natalie Braddock - State Farm Insurance Agent is a trusted insurance agency located at 1338 East 38th Street in Erie, Pennsylvania, United States. Situated on the north side of E 38th St between Tuttle & Davison, near the Family Video store, our team is dedicated to helping you with all your insurance needs. Whether you need help getting organized with a business plan, tips on driving safely with your pet, or advice on rural road driving, we are here to assist you. We prioritize your safety and privacy, so please refrain from sharing sensitive personal information.

George D Reid Insurance is a reputable insurance agency located at 17 East North Street in New Castle, Pennsylvania. With a focus on providing personalized and comprehensive insurance solutions, they cater to individuals and businesses alike. Their team of experienced agents is dedicated to helping clients find the right coverage for their needs, whether it be auto, home, life, or commercial insurance. Trust George D Reid Insurance to protect what matters most to you.

Farmers Insurance - Thomas Mathews is an insurance agency located at 10107B Verree Road in Philadelphia, Pennsylvania. With 20 years of residency in Pennsylvania, Thomas Mathews is proud to serve the local community as a Farmers® agent. The agency focuses on providing outstanding customer service and ensuring that each client is well-informed about their coverage options. Located near the George Washington School in North East Philadelphia, Thomas Mathews' agency offers personalized and straightforward assistance in selecting the most comprehensive and cost-effective insurance solutions. With 7 years of experience in the insurance industry, Thomas Mathews has the knowledge and expertise to help clients understand and choose the best coverage options for auto, home, life, commercial, and more. Contact Thomas Mathews today for any insurance-related questions or to get a quote. The agency offers a range of insurance products including car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and recreational insurance. Additionally, Thomas Mathews can help clients with financial planning and offer personal umbrella insurance for added protection. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and other affiliated insurers provide coverage underwritten by the agency. For more information or to schedule an appointment, contact Thomas Mathews at Farmers Insurance - Thomas Mathews.

Timothy M. Sennett, Esq. is a distinguished lawyer based at 120 W 10th St, Erie, PA 16501, United States. As part of the reputable law firm Knox McLaughlin Gornall & Sennett, P.C., Timothy M. Sennett brings extensive legal expertise and a commitment to providing practical solutions to a diverse clientele. For over 65 years, the firm has been dedicated to serving businesses, families, public entities, and nonprofit organizations with a comprehensive range of legal services. In addition to legal counsel, the firm offers specialized services in content management, website design, e-commerce, and web development, making it a versatile partner for clients seeking to navigate both legal and digital landscapes. With a steadfast focus on client satisfaction, Timothy M. Sennett and his colleagues are well-equipped to address the varied needs of the Erie, Pennsylvania community.

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Castle Claims Services is a reputable insurance agency located at 14 South Lake Street in North East, Pennsylvania, United States. With a team of experienced professionals, they specialize in providing top-notch claims services to their clients. Whether you are in need of assistance with property, auto, or any other type of insurance claim, Castle Claims Services is dedicated to helping you navigate the process and get the compensation you deserve. Trust in their expertise and commitment to customer satisfaction for all your insurance claim needs.

Michael J. Visnosky, Esq. at Knox McLaughlin Gornall & Sennett, P.C. Located at 120 W 10th St, Erie, PA 16501, Michael J. Visnosky, Esq. is a distinguished lawyer who is part of the esteemed full-service law firm, Knox McLaughlin Gornall & Sennett, P.C. With over 65 years of experience, the firm has been providing practical and effective legal solutions to a diverse array of clients, including businesses, families, public entities, and nonprofit organizations.

Mark T. Wassell, Esq. is a distinguished lawyer located at 120 W 10th St, Erie, PA 16501, United States. Practicing under the esteemed law firm Knox McLaughlin Gornall & Sennett, P.C., Mark T. Wassell brings a wealth of knowledge and expertise to the legal field. The firm, with a legacy of over 65 years, is renowned for delivering practical and effective legal solutions tailored to the needs of businesses, families, public entities, and nonprofit organizations. In addition to his legal practice, Mark T. Wassell, Esq. is associated with services that encompass content management, website design, e-commerce, and web development, catering to the dynamic needs of clients in Erie, Pennsylvania. Whether you require comprehensive legal counsel or innovative digital solutions, Mark T. Wassell, Esq. and Knox McLaughlin Gornall & Sennett, P.C. are dedicated to providing exceptional service and support to help you achieve your goals.

Jennifer E. Gornall, Esq. - Knox McLaughlin Gornall & Sennett, P.C. Located at 120 W 10th St, Erie, PA 16501, Jennifer E. Gornall, Esq. is a distinguished lawyer affiliated with Knox McLaughlin Gornall & Sennett, P.C., a full-service law firm renowned for providing practical solutions to businesses, families, public entities, and nonprofit organizations for over 65 years. As part of this esteemed firm, Jennifer E. Gornall offers a comprehensive range of legal services tailored to meet the diverse needs of her clients.

Carsen N. Ruperto, Esq. - Knox McLaughlin Gornall & Sennett, P.C. Located at 120 W 10th St, Erie, PA 16501, Carsen N. Ruperto, Esq. is a distinguished lawyer affiliated with Knox McLaughlin Gornall & Sennett, P.C., a renowned full-service law firm. With over 65 years of experience, the firm has been dedicated to providing practical and effective legal solutions to a diverse clientele, including businesses, families, public entities, and nonprofit organizations.

Thomas A. Tupitza, Esq. is a prominent legal professional based in Erie, PA, known for his expertise in accounting, finance, and law. Operating out of the esteemed Knox McLaughlin Gornall & Sennett, P.C. at 120 W 10th St, Erie, PA 16501, Thomas A. Tupitza offers a comprehensive range of legal services. Knox McLaughlin Gornall & Sennett, P.C. is a full-service law firm with a rich history of over 65 years, dedicated to providing practical solutions to businesses, families, public entities, and nonprofit organizations. In addition to his legal prowess, Thomas A. Tupitza is associated with content management, website design, e-commerce, and web development services, helping local businesses in Erie, Pennsylvania, to thrive in the digital age. Whether you need expert legal advice, financial guidance, or innovative digital solutions, Thomas A. Tupitza, Esq. and the team at Knox McLaughlin Gornall & Sennett, P.C. are committed to delivering excellence and personalized service to meet your unique needs.

Merrill Lynch Private Wealth Advisor Derek S. Jancisin, located at 600 Grant St, 49th Floor, Pittsburgh, PA, is dedicated to empowering prosperity and simplifying wealth management for a select clientele. Our mission is to transform complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth. We work closely with individuals, families spanning multiple generations, business owners, and executives, using a goals-based wealth management approach to put our clients at the center of every personalized strategy.

Merrill Lynch Private Wealth Advisor Gennaro R DiSilvio is dedicated to empowering prosperity and simplifying wealth for a select clientele. Located in the heart of Pittsburgh, PA, our office on the 49th floor of 600 Grant St is a beacon of financial expertise and personalized service. We specialize in transforming complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth for individuals, families, business owners, and executives.